John Michael Koulianos

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1995 → Present
  Koulianos & Associates
  Tarpon Springs, FL
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2005 → Present
  Cetera Invstment Advisers Llc
  Schaumburg, IL
• 01/2012 → Present
  Us Congressman Gus Billirakis
  Tarpon Springs, FL
• 12/2014 → Present
  Cpa Legal Support Llc
  Tarpon Springs, FL

Previous Registrations

• 2000-04-03 → 2005-11-01
  C.J.M. Asset Management, Llc
  Pompton Lakes, NJ

Other Businesses

1) NAME OF OTHER BUSINESS: KOULIANOS & ASSOCIATES PA ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA PRACTICE; START DATE: 09/1990 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / PFS ; APX NUMBER OF HOURS PER WEEK: 36 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING & TAX SERVICES ; 2)CPA FIRM 41 N RING AVE; TARPON SPRINGS, FL; ACCOUNTING & TAX SERVICES, CPA: 3) US CONGRESSMAN GUS BILLIRAKIS; NON-INV. RELATED; TARPON SPRINGS, FL; CAMPAIGN TREASURER; SINCE 01/2012; 8-10 HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS: 4) NAME OF OTHER BUSINESS: CPA LEGAL SUPPORT LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FORENSIC AND LITIGATION SUPPORT ; START DATE: 11/2014 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / CVA / MAFF ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: LITIGATION SUPPORT AS A CPA ; 5) REGISTERED AGENT FOR VARIOUS ENTITIES, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, LEGAL, STARTED 05/2006, POSITION/TITLE/RELATIONSHIP: AGENT, LESS THAN 1 HOURSPER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RECEIVE IN FLORIDA FOR VARIOUS COMPANIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-08-06

Other Names

• John Michael Koulianos